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Benefits |
How to Optimize Open Enrollment
Experts share best practices for sponsors to help encourage wise benefit elections by participants this fall.
September Investment Losses Cut Public Pension Funded Levels
Milliman found that the 100 largest U.S. public pension funds fell to 87.4% funded in Septmber from 89% in August.
Capital Group’s Appeal to SCOTUS Puts into Question Participant Standing in Plan Litigation
The long-standing practice of participants suing on behalf of other plan members, the subject of differing appeals court decisions, could...
Are Federal Taxes Withheld From a Distribution of Contributions Exceeding 402(g) Limits?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Benefits |
PLANSPONSOR Roadmap: From Consideration to Action—Or Inaction
Speakers discussed decision frameworks that plan sponsors can use to decide which, if any, retirement income solutions to implement.
Benchmarking Retirement Income is More Than ‘Checking a Box’
Experts recommend sponsors begin with a suitability standard to narrow down the options available in the marketplace.
Benefits |
Benchmarking Retirement Benefits as Recruitment and Retention Tools
Evaluating benefits through a recruitment lens means plan sponsors should identify industry peers and also regional competitors.















